Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGQRX (Virtus KAR Global Quality Dividend Fund Class R6) | 16.05% | 16.75% | 9.38% | 9.82% | NA | NA | NA | 8.20% |
Data as of 07/16/2025, AR inception is 08/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGQRX (Virtus KAR Global Quality Dividend Fund Class R6) | 08/05/2019 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.75 | 16.75 | 9.38 | 9.82 | NA | NA | NA | 8.20 | 16.05 | 5.10 | 5.09 | -2.21 | 13.24 | -6.00 | 11.16 |
| Sharpe Ratio | NA | 1.23 | 0.48 | 0.68 | NA | NA | NA | 0.30 | 2.06 | 0.16 | 0.14 | -0.23 | 1.28 | -0.20 | 3.89 |
| Standard Deviation(%) | NA | 12.96 | 12.45 | 12.45 | NA | NA | NA | 16.86 | 15.24 | 9.47 | 10.56 | 16.03 | 10.33 | 31.24 | 7.28 |
| Draw Down(%) | NA | 10.29 | 15.92 | 18.68 | NA | NA | NA | 38.10 | 10.29 | 7.67 | 9.74 | 18.68 | 6.67 | 38.10 | 1.96 |
| Yield(%) | 0.00 | 2.49 | 3.33 | 3.57 | 1.90 | 1.26 | 0.95 | 3.79 | 0.00 | 2.60 | 4.01 | 3.28 | 2.97 | 2.58 | 2.82 |
Data as of 07/16/2025, AR inception is 08/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGQRX (Virtus KAR Global Quality Dividend Fund Class R6) |
-1.51%
Sep 2019 - Sep 2022 |
2.83%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGQRX (Virtus KAR Global Quality Dividend Fund Class R6) |
11.80%
Mar 2020 - Mar 2023 |
10.73%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart